undamentalytics Newsletter

Healthequity, Inc. trades by members of Congress

Purchases and sales of Healthequity, Inc. shares that members of the House have disclosed since January 3, 2015, with the value range each one reported and a link to the original filing.

Purchases, last 12 months 3 trades Reported value $3,003–$45,000 (sum of the ranges filed)
Sales, last 12 months 0 trades None disclosed
Members trading, last 12 months 1 24 purchases and sales since January 3, 2015
Healthequity, Inc. trades disclosed by members of Congress
Report
Gilbert Ray Cisneros, Jr. House · D-CA 31 Purchase$1,001 - $15,000 Sep 4, 2026 Jul 10, 2026 Filing for HQY on Jul 10, 2026
Gilbert Ray Cisneros, Jr. House · D-CA 31 Purchase$1,001 - $15,000 Jul 2, 2026 Jun 30, 2026 Filing for HQY on Jun 30, 2026
Gilbert Ray Cisneros, Jr. House · D-CA 31 Purchase$1,001 - $15,000 Jun 8, 2026 May 29, 2026 Filing for HQY on May 29, 2026
Lisa C. McClain House · R-MI 9 Sale (full)$1,001 - $15,000 · Spouse Aug 13, 2025 Jun 17, 2025 Filing for HQY on Jun 17, 2025
Gilbert Ray Cisneros, Jr. House · D-CA 31 Sale (partial)$1,001 - $15,000 Jul 10, 2025 Jun 16, 2025 Filing for HQY on Jun 16, 2025
Lisa C. McClain House · R-MI 9 Purchase$1,001 - $15,000 · Spouse Aug 13, 2025 Jun 11, 2025 Filing for HQY on Jun 11, 2025
Robert P. Bresnahan, Jr. House · R-PA 8 Sale (full)$1,001 - $15,000 · Joint Feb 13, 2025 Jan 13, 2025 Filing for HQY on Jan 13, 2025
Josh Gottheimer House · D-NJ 5 Sale (partial)$1,001 - $15,000 · Joint Dec 5, 2024 Nov 7, 2024 Filing for HQY on Nov 7, 2024
Josh Gottheimer House · D-NJ 5 Sale (partial)$1,001 - $15,000 · Joint Jul 9, 2024 Jun 21, 2024 Filing for HQY on Jun 21, 2024
Blake D. Moore House · R-UT 1 Sale (full)$1,001 - $15,000 Jan 24, 2024 Jan 19, 2024 Filing for HQY on Jan 19, 2024
Blake D. Moore House · R-UT 1 Sale (full)$1,001 - $15,000 Jan 24, 2024 Jan 19, 2024 Filing for HQY on Jan 19, 2024
Daniel S. Goldman House · D-NY 10 Sale (full)$15,001 - $50,000 May 19, 2023 Apr 10, 2023 Filing for HQY on Apr 10, 2023
Josh Gottheimer House · D-NJ 5 Purchase$1,001 - $15,000 · Joint Feb 18, 2022 Jan 10, 2022 Filing for HQY on Jan 10, 2022
Josh Gottheimer House · D-NJ 5 Sale (partial)$1,001 - $15,000 · Joint Jan 10, 2022 Dec 9, 2021 Filing for HQY on Dec 9, 2021
Blake D. Moore House · R-UT 1 Purchase$1,001 - $15,000 Jul 17, 2021 May 12, 2021 Filing for HQY on May 12, 2021
Blake D. Moore House · R-UT 1 Purchase$1,001 - $15,000 Jul 17, 2021 May 11, 2021 Filing for HQY on May 11, 2021
Blake D. Moore House · R-UT 1 Purchase$1,001 - $15,000 Jul 17, 2021 Apr 30, 2021 Filing for HQY on Apr 30, 2021
Blake D. Moore House · R-UT 1 Purchase$1,001 - $15,000 Jul 17, 2021 Mar 26, 2021 Filing for HQY on Mar 26, 2021
Gilbert Ray Cisneros, Jr. House · D-CA 39 Purchase$1,001 - $15,000 Aug 19, 2020 Jul 17, 2020 Filing for HQY on Jul 17, 2020
Josh Gottheimer House · D-NJ 5 Purchase$1,001 - $15,000 · Joint Aug 10, 2020 Jul 9, 2020 Filing for HQY on Jul 9, 2020
Gilbert Ray Cisneros, Jr. House · D-CA 39 Purchase$1,001 - $15,000 May 13, 2020 Apr 7, 2020 Filing for HQY on Apr 7, 2020
Josh Gottheimer House · D-NJ 5 Purchase$1,001 - $15,000 · Joint May 13, 2020 Apr 3, 2020 Filing for HQY on Apr 3, 2020
Gilbert Ray Cisneros, Jr. House · D-CA 39 Purchase$1,001 - $15,000 Apr 16, 2020 Mar 31, 2020 Filing for HQY on Mar 31, 2020
Josh Gottheimer House · D-NJ 5 Purchase$1,001 - $15,000 · Joint Apr 11, 2020 Mar 26, 2020 Filing for HQY on Mar 26, 2020

When several House members traded Healthequity, Inc.

Months when 2 or more House members became net buyers, or 3 or more net sellers, of Healthequity, Inc. in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. Only House members' electronic trade reports are included; Senate reports and reports filed on paper are not. After the 1 buying crowd with six months of prices, it averaged −20.8% against the index. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
April 30, 20202 buying−17.3%−20.8%−11.0%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

Source: periodic transaction reports filed with the Clerk of the House of Representatives under the STOCK Act (Senate reports are not included yet). Members report trades by themselves, their spouses and dependent children. Amounts are the value ranges as filed, not exact figures, and a report can be filed up to 45 days after the trade, so the latest trades may not appear yet. Scanned paper reports are linked but not transcribed. By law (5 U.S.C. §13107) these reports may not be used for any commercial purpose other than by news and communications media for dissemination to the general public; we publish them free, as news.

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